SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$760M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.44M
3
+$4.9M
4
SYY icon
Sysco
SYY
+$4.59M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.43M

Top Sells

1
+$5.33M
2
+$5.07M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.24M
5
VZ icon
Verizon
VZ
+$4.05M

Sector Composition

1 Technology 15.74%
2 Financials 13.91%
3 Healthcare 10.49%
4 Industrials 9.48%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.15%
19,293
+197
127
$1.17M 0.15%
+29,304
128
$1.15M 0.15%
+44,628
129
$1.15M 0.15%
40,058
+300
130
$1.15M 0.15%
+6,107
131
$1.15M 0.15%
7,259
+592
132
$1.14M 0.15%
40,253
-4,598
133
$1.13M 0.15%
200,374
+4,426
134
$1.12M 0.15%
14,649
+328
135
$1.12M 0.15%
58,594
+1,358
136
$1.12M 0.15%
+61,700
137
$1.11M 0.15%
10,240
-1,349
138
$1.11M 0.15%
24,892
+698
139
$1.1M 0.14%
15,877
-225
140
$1.1M 0.14%
24,197
-345
141
$1.09M 0.14%
27,788
+1,418
142
$1.08M 0.14%
+12,899
143
$1.07M 0.14%
117,172
+16,357
144
$1.03M 0.14%
31,042
145
$1.03M 0.14%
4,223
+130
146
$1.03M 0.14%
+7,653
147
$1.02M 0.13%
171,033
+27,656
148
$1.02M 0.13%
8,387
+4
149
$1.02M 0.13%
+13,544
150
$1.01M 0.13%
29,600
-900
4 5
6
7 8